Assured Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-66,992
| Closed | -$6.1M | – | 286 |
|
|
2019
Q1 | $6.1M | Buy |
66,992
+42,559
| +174% | +$3.87M | 0.07% | 112 |
|
|
2018
Q4 | $1.75M | Buy |
24,433
+4,554
| +23% | +$326K | 0.05% | 349 |
|
|
2018
Q3 | $2M | Sell |
19,879
-12,445
| -39% | -$1.25M | 0.04% | 396 |
|
|
2018
Q2 | $3.41M | Buy |
32,324
+17,123
| +113% | +$1.81M | 0.06% | 293 |
|
|
2018
Q1 | $1.33M | Buy |
15,201
+2,490
| +20% | +$217K | 0.03% | 429 |
|
|
2017
Q4 | $1.14M | Buy |
12,711
+8,995
| +242% | +$810K | 0.02% | 399 |
|
|
2017
Q3 | $298K | Buy |
+3,716
| New | +$298K | 0.01% | 493 |
|